Years of Experience
5-20+ Years
Chicago, IL
8 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Buckley is an investment advisor representative at Jefferies Investment Advisers LLC. Patrick is a seasoned professional with experience in the financial services industry dating back to 2014. Patrick has a wide range of experience with both broker-dealer and investment advisory roles. Patrick is registered with the state of Illinois and New York. Patrick is also a registered representative with FINRA.
SPECIALIZATIONS
CHICAGO, IL
8 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Haggerty is an investment advisor representative with J.P. Morgan Securities LLC. Patrick has been in the industry since October 12, 2017, and is registered to provide investment advice in 53 states, including Illinois and Texas. Patrick was previously registered with Goldman Sachs & Co. LLC, based in Chicago, IL. Patrick's registration is active and is currently based at the JPMorgan Securities branch office located in Chicago, IL.
SPECIALIZATIONS
Chicago, IL
4 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Geisinger is a registered representative with J.P. Morgan Securities LLC. Patrick has been in the industry since 2021. Patrick is currently located in Chicago, Illinois. Prior to this Patrick was employed by J.P. MORGAN SECURITIES LLC in Tempe, Arizona and VANGUARD MARKETING CORPORATION in SCOTTSDALE, Arizona. Patrick has passed the Series 63, Series 7TO, and SIE exams and is registered in all states. Patrick specializes in a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals.
SPECIALIZATIONS
Chicago, IL
17 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Donald Walsh is a financial advisor who has been in the industry since 2008. Patrick is currently registered with Morgan Stanley and is licensed to provide advisory services in 49 states. Patrick has been registered with Morgan Stanley since 2009 and previously held a position at CITIGROUP GLOBAL MARKETS INC. Patrick specializes in providing financial planning, portfolio management and other advisory services to high-net-worth individuals, corporations, and other institutions.
SPECIALIZATIONS
CHICAGO, IL
18 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Catarello is a registered representative with Oppenheimer & Co. Inc. Patrick is a licensed advisor in 22 states and holds multiple licenses, including the Series 7 and Series 66. Prior to joining Oppenheimer & Co. Inc. Patrick was affiliated with Stifel, Nicolaus & Company, Incorporated in Crown Point, IN. Patrick Catarello is an active advisor offering a variety of financial products and services.
SPECIALIZATIONS
CHICAGO, IL
25 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Allen Sereda is a registered investment advisor representative with Wintrust Investments LLC. Patrick has been in the industry since 2000. Patrick holds a Series 63, Series 4, Series 53, Series 24, SIE and Series 7. Patrick has been registered in Illinois since 2011. Patrick also works with Great Lakes Advisors.
SPECIALIZATIONS
CHICAGO, IL
34 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Fox is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with J.P. Morgan Securities LLC in Chicago, Illinois. Prior to joining J.P. Morgan, Patrick was a financial advisor with Loop Capital Markets LLC, Incapital LLC, UBS Financial Services Inc., and UBS Securities LLC. Patrick holds the Series 7, Series 24, Series 52, Series 53, and SIE licenses. Patrick is a registered representative in all 50 states, the District of Columbia, and Puerto Rico.
SPECIALIZATIONS
Chicago, IL
10 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Ward is a financial advisor with over 8 years of experience in the financial industry. Patrick is currently registered with Assetmark, Inc. and is licensed to provide financial advice in Illinois. He has previously been registered with VALIC Financial Advisors, Inc. and Waddell & Reed. Patrick is also a licensed Series 63 and Series 65 representative.
SPECIALIZATIONS
Chicago, IL
5 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Hunt Schuler is an investment advisor representative with J.p. Morgan Securities LLC. Patrick has been in the industry since August 6, 2020, and holds both Series 63 and Series 65 licenses. Patrick is also registered to provide investment advice in Illinois and Texas.
SPECIALIZATIONS
CHICAGO, IL
0 Disclosures
ADVISOR BIO
Patrick Fleming is a financial advisor who has been working in the industry for over 15 years. Patrick is currently registered with Hightower Advisors, LLC. Before joining Hightower Advisors, Patrick was with LPL FINANCIAL LLC and SECURIAN FINANCIAL SERVICES, INC. Patrick is registered to provide investment advisory services in Texas. Patrick holds the Series 7 and Series 66 licenses.
SPECIALIZATIONS
